4 Comments

One of the 19 things that gets me is that all the predictions started with "once interest-rates rise". But they didn't rise. They fell.

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Yes! There were all those scare-charts of the “coming wave of rate resets” that were going to create a crisis. The rate resets never came, but the story was already written. It’s really amazing. 2008 was a mass confirmation bias event.

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You are brave to keep going on this topic. Any conversations I've had lead to people getting angry.

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Bernanke caused the GFC, by restricting the truistic monetary base, or required reserves, for 29 contiguous months. The money stock was restricted for 48 months.

Powell has restricted the means-of-payment money stock for 21 months. If Powell continues with holding the money stock constant, house prices will show their greatest declines in just another couple of months (>3 months).

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